GWM

Greenwich Wealth Management Portfolio holdings

AUM $2.06B
1-Year Est. Return 48.15%
This Quarter Est. Return
1 Year Est. Return
+48.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$990M
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.76M
3
+$1.3M
4
CSCO icon
Cisco
CSCO
+$774K
5
XCO
Exco Resources
XCO
+$564K

Top Sells

1
+$552M
2
+$5.23M
3
+$4.66M
4
PIPR icon
Piper Sandler
PIPR
+$4.34M
5
NYX
NYSE EURONEXT INC
NYX
+$3.01M

Sector Composition

1 Energy 20.22%
2 Technology 18.51%
3 Financials 18.29%
4 Industrials 8.65%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.1M 1.32%
230,000
27
$12.9M 1.3%
220,090
-10
28
$12.3M 1.24%
150,000
29
$12.3M 1.24%
423,204
-359
30
$12.1M 1.22%
244,948
31
$11.8M 1.19%
234,100
32
$11.7M 1.18%
500,000
33
$11.6M 1.17%
50,704
34
$11.3M 1.14%
435,450
-200
35
$11M 1.11%
356,650
36
$10.4M 1.05%
180,000
37
$10.4M 1.05%
1,050,000
38
$10.2M 1.03%
440,748
39
$9.8M 0.99%
158,898
40
$9.19M 0.93%
150,000
41
$9.11M 0.92%
238,000
-5,429
42
$9.1M 0.92%
114,253
+7,087
43
$8.62M 0.87%
300,000
44
$8.6M 0.87%
300,000
45
$8.48M 0.86%
273,155
-309
46
$8.4M 0.85%
200,000
47
$8.37M 0.85%
118,500
48
$8.21M 0.83%
191,000
49
$8.15M 0.82%
46,004
-100
50
$7.77M 0.79%
1,327,000
1
2
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